Pacific Capital Wealth Advisors, Inc Purchases in Q1 2025

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
41.6K
+ 4.29%
$71.17 - $73.66 $2.96M - $3.07M
1.01M $74.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
116K
+ 136.77%
$29.82 - $30.1 $3.46M - $3.49M
201K $6.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
61.3K
+ 11.39%
$27.01 - $28.54 $1.65M - $1.75M
599K $16.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
13.6K
New
$92.71 - $107.38 $1.26M - $1.46M
13.6K $1.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.87K
+ 2.15%
$79.17 - $82.04 $623K - $646K
373K $30.5M
FNDF
Schwab Fundamental Intl Large

ETFs
26.2K
+ 507.97%
$32.9 - $37.45 $861K - $980K
31.3K $1.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.24K
+ 1.21%
$91.45 - $91.75 $296K - $297K
271K $24.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.98K
+ 1.35%
$126.11 - $135.06 $376K - $403K
223K $28.5M
SCHO
Schwab Short Term Us Treasury

ETFs
2.61K
+ 10.31%
$24.1 - $24.34 $62.8K - $63.4K
27.9K $678K
NFLX
Netflix Inc

Communication Services
23
+ 6.67%
$828.4 - $1058.6 $19.1K - $24.3K
368 $343K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3
+ 0.01%
$21.77 - $22.56 $65.3 - $67.7
36.4K $815K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.07%
$576.36 - $736.67 $576 - $737
1.46K $842K
RUN
Sunrun Inc.

Technology
9.8K
+ 12.14%
$5.86 - $11.37 $57.5K - $111K
90.5K $530K
MSFT
Microsoft Corp

Technology
2
+ 0.03%
$375.39 - $447.2 $751 - $894
6.3K $2.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.41K
+ 1.26%
$21.75 - $24.28 $95.8K - $107K
354K $7.77M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 0.0%
$36.64 - $45.76 $36.6 - $45.8
54K $2.02M
TSLA
Tesla, Inc.

Consumer Cyclical
269
+ 7.05%
$222.15 - $428.22 $59.8K - $115K
4.08K $1.06M
AAPL
Apple Inc.

Technology
69
+ 0.18%
$209.68 - $247.1 $14.5K - $17K
38.2K $8.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.61K
+ 3.67%
$468.34 - $539.52 $1.22M - $1.41M
73.8K $34.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.76K
+ 2.08%
$551.42 - $612.93 $3.17M - $3.53M
282K $158M
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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